Evelyn Partners
wealth management
OperationsExecutiveClientRelations
“Operations Executive - Client Relations at Evelyn Partners. Skills: Client Relations, Operational deliverables, Client on-boarding, Transfer requests. Investigate & respond to any incoming queries. Ensure all Operational deliverables are actioned on time”
What You'll Achieve.
deliver a high quality end- client service; deliver high performing, quality services; ensures consumer outcomes are core to delivery; against key performance indicators; business goals and objectives
Industry & Context.
solve problems quickly
What They're Looking For.
Must Have
Call handling and customer service experience, interpersonal skills, communicate well both written and verbally to senior audiences, Demonstrable interest in financial services, Working knowledge of Microsoft Office packages, basic level Word, intermediate level Excel, Demonstrate ability to understand and summarise complex information in a professional and concise manner, solve problems quickly with high levels of accuracy and attention to detail, Ability to organise workloads effectively, meet tight deadlines, flexible approach to team priorities
Nice to Have
Experience gained within a financial services institution especially in Operations, Scottish Higher / GCSE's (or equivalent) at level C or higher in relevant subject, CISI Investment Operations Certificate
What You'll Do.
Investigate & respond to any incoming queries
Ensure all Operational deliverables are actioned on time
Adhere to all HMRC and FCA regulations
Understand the client on-boarding process
Process transfer requests on the custody platform
Maintain accurate client data on all platforms
Closure/archiving of records on XPLAN
How You'll Work.
Team & Collaboration
work closely with all of the Online Investment Services team members; interaction with all other operational areas across the entire business; stakeholder departments; Working collaboratively with peers
Communication Scope
communicate well both written and verbally to senior audiences; excellent communicator
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